About us

For over twenty years Puritas has been helping fund administrators and compliance teams replace manual processes with software designed around the way they actually work. Founded in Jersey in 2006, our fund administration, transfer agency, and customer due diligence (CDD) software supports regulated financial services firms across the Channel Islands and beyond. We’ve built our reputation on delivering products designed to handle  complex operational processes and regulatory requirements, helping clients automate critical workflows, while maintaining control, accuracy, and compliance. 

We continue to invest in product development  as regulation changes and our clients’ operations evolve. Much of what we build comes directly from the challenges we solve alongside them. Our team brings direct experience in fund administration, transfer agency operations, and RegTech implementation. That experience shapes how we approach new features and why we can speak credibly about the operational realities our clients face.  

Based in Jersey and Liverpool, we support clients across the UK, the Channel Islands, Luxembourg, Ireland, and other leading international and  offshore finance centres. We are ISO 9001 certified and a Microsoft Solutions Partner. 

How we work

We don’t believe in handing over software and walking away. We work alongside our clients from the very beginning, building partnerships that continue long after implementation.

From the initial engagement, we spend time understanding how a client’s operation works: their existing systems, their data structures, the people involved in critical processes, and the regulatory reporting obligations they face. Successful migration and implementation start with understanding what you’re actually trying to solve, not applying a generic template.

During implementation, we work alongside your team through every phase. We pay particular attention to data migration because migrating historic data from a legacy system introduces risk if it’s rushed or poorly planned. We manage the process methodically, validate the data, and run parallel testing so your team feels confident before cutover. Throughout the project, you’ll see the plan, track progress against it, and be involved in the decisions that affect your operation.

That partnership continues after implementation goes live. We listen to how the system performs in practice, respond to operational issues, and use your feedback to shape future development. As your operation evolves, so does the platform. Much of what we build is driven by the challenges our clients face every day.